Wealth Strategy Associate – Client-Focused Advisor

American Accounting Association

Bloomington (IL)

Hybrid

USD 70,000 - 90,000

Full time

8 hours ago

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Benefits offered by this job

Comprehensive training

Licensing support

Collaborative culture

Job summary

Edward Jones seeks an Associate Financial Advisor in Bloomington, IL to support client relationships and deliver personalized investment, retirement, and wealth management strategies. You will assist with financial plan preparation, conduct portfolio reviews, and provide research-based recommendations under the guidance of a lead Financial Advisor.

You will help manage client meetings, handle account service requests, and use CRM tools to track activity.

Qualifications

Strong financial analysis and investment products knowledge required.
Experience in retirement planning and wealth management is preferred.
Familiarity with CRM software and regulatory compliance practices is expected.
Ability to review portfolios and generate reports for clients.

Responsibilities

Support lead advisors in developing and maintaining client financial plans.
Assist with investment research, portfolio construction, and ongoing reviews.
Prepare for and participate in client meetings, documenting follow-ups and action items.
Handle day-to-day client service requests, account changes, and inquiries.
Use CRM and planning tools to track client interactions and pipeline activity.
Ensure adherence to firm policies, regulatory requirements, and compliance standards.
Collaborate with branch team to execute marketing, prospecting, and client outreach activities.
Analyze client goals, risk tolerance, and cash flows to support recommendations.